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Financial Planning Session

$1000

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1 financial planning session with Certified Financial Planner Bob Bordett of Consolidated Planning Corporation.

Financial planning session consists of 7 hours. At the end of your planning session, your financial data will be analyzed and another session will be scheduled to review results and recommendations. Analysis includes: Net worth statement and cash flow projection; retirement planning; asset allocation and investment review; education planning; insurance needs analysis; and estate planning.

Valid through 3/6/21.

Donated By Bob Bordett of Consolidated Planning Corporation